Other · DOL Form 5500 · 2024
Monmouth University, Inc. Retirement Plan
Data updated 2026-08-11
- $359M
- Total assets
- 1,042
- Participants
- 96th
- Percentile by assets
- $344,504
- Avg per participant
Official DOL plan name: Monmouth University Defined Contribution Retirement Plan · Sponsored by Monmouth University, Inc. · New Jersey · Educational Services
$359M in assets, 1,042 participants
Monmouth University, Inc.'s Monmouth University Defined Contribution Retirement Plan reported $359M in total assets and 1,042 participants in its 2024 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 96th percentile by assets (of 123,622 plans)
- #3,426 in Educational Services (3,638 peers)
Where Monmouth University Defined Contribution Retirement Plan sits by assets
Monmouth University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $359M for 1,042 participants (~$344,504/participant), up 6.5% in 2024.
- $359M
- total plan assets (2024 EOY)
- 1,042
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $344,504
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Monmouth University Defined Contribution Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Monmouth University Defined Contribution Retirement Plan reported participants rose from 907 in the plan year 2023 filing to 1,042 in the plan year 2024 filing.
- Monmouth University Defined Contribution Retirement Plan end-of-year assets rose from $337M in the plan year 2023 filing to $359M in the plan year 2024 filing.
Monmouth University Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Monmouth University Defined Contribution Retirement Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $337M |
|---|---|
| Net Assets (End of Year) | $359M |
| Net Income | $22M |
| Employer EIN | 210634584 |
| Plan Effective Date | 1952-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Monmouth University, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 881 | $307M |
| 2023 | 1 | 907 | $337M |
| 2024 | 1 | 1,042 | $359M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
Monmouth University Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Similar-Sized Other Plans Nationally
Other plans in other states closest to Monmouth University Defined Contribution Retirement Plan by total assets, not by location.
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) $359M · 1,114
- South Nassau Communities Hospital Employee Defined Contribution Retirement Plan (NY) $359M · 4,072
- The Cambridge Health Alliance Partnership Plan (MA) $358M · 3,678
- Roger Williams University Retirement Plan (RI) $360M · 3,017
Frequently Asked Questions
How did Monmouth University Defined Contribution Retirement Plan assets move in 2024? ▼
How have Monmouth University, Inc. plan assets changed over time? ▼
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Next read for Monmouth University Defined Contribution…
Scale reading
Ways to act on Monmouth University Defined Contribution Retirement Plan's numbers.
- By total assets, Monmouth University Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Monmouth University, Inc.'s sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Educational Services plans